FINANCIAL PLANNING

INDUSTRY NEWS

National Australia Bank’s premium wealth brand, JBWere makes three key appointments, including general manager, advice....

INDUSTRY NEWS

Two financial advisers have joined Fitzpatricks Private Wealth, citing their interest for self-employment and like-minded advisers....

INDUSTRY NEWS

Commonwealth Bank chairman, David Turner, says the bank has learned its lessons from its financial advice failings....

INDUSTRY NEWS

Expansive financial services group, Findex, restructures to provide one-stop-shop approach across its multiple brands....

INDUSTRY NEWS

Almost 60 per cent of working Australians have less than three months of emergency savings, according to research by a fintech startup....

INDUSTRY NEWS

Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager....

INDUSTRY NEWS

Australian SMEs risk significantly underacheiving on their sales price as most lack an adequate exit strategy, with a study showing they lag behind their US and UK counte...

INDUSTRY NEWS

The Federal Government intends reconstituting the Financial Sector Advisory Council but will planners get a voice?...

INDUSTRY NEWS

Macquarie wants planning and accounting firms to provide benchmarks across fees, remuneration structures and retention strategies....

INDUSTRY NEWS

CommSec has reported a sharp increase in demand for foreign owned shares, as investors seek to reduce their exposure to the local share market....

INDUSTRY NEWS

Singapore’s millionaire population will reach 188,000 in 2020 off the back of its financial market and private banking, according to WealthInsight....

INDUSTRY NEWS

Reserve Bank Governor, Glenn Stevens, will address key Australian Business Economists event....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 4 days ago